Stonegate Investment Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,140
| Closed | -$252K | – | 444 |
|
|
2025
Q1 | $252K | Sell |
1,140
-59
| -5% | -$13K | 0.01% | 297 |
|
|
2024
Q4 | $246K | Sell |
1,199
-75
| -6% | -$15.4K | 0.01% | 297 |
|
|
2024
Q3 | $229K | Sell |
1,274
-366
| -22% | -$65.8K | 0.01% | 315 |
|
|
2024
Q2 | $244K | Hold |
1,640
| – | – | 0.01% | 295 |
|
|
2024
Q1 | $262K | Buy |
1,640
+60
| +4% | +$9.59K | 0.01% | 270 |
|
|
2023
Q4 | $210K | Buy |
+1,580
| New | +$210K | 0.01% | 280 |
|
|
2023
Q3 | – | Sell |
-1,605
| Closed | -$202K | – | 334 |
|
|
2023
Q2 | $202K | Buy |
+1,605
| New | +$202K | 0.01% | 288 |
|